Edward Jones - Financial Advisor: Dan Coleman, CFP® - Kalamazoo Wendy James: Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!
